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2013

WordPress Dozen: Tips, Tools and Plugins

Sue Polinsky, ConvergeSouth 2013
Disclaimer
This presentation contains graphics, text and trademarks
that are the property of their respective owners. No rights
in this presentation are transferred.
Some of us are married to lawyers.

Get the PDF at techtriad.com/convergesouth/

www.TechTriad.com

10/18/2013
Today’s Tips, Tricks & Tools
1.
2.
3.
4.
5.
6.

Install WP Securely
Use Custom Logins
Kill “admin”
Free themes
Child Themes
Remote Security

7.
8.
9.
10.
11.
12.

Frameworks
Plugins Rock
Plugin heaven
Plugin hell
Sell Safely
Backup

Code is poetry.

www.TechTriad.com

10/18/2013
SECURITY OVERVIEW

Brad Williams, WebDevStudios

www.TechTriad.com

10/18/2013
BE SCARED!

www.TechTriad.com

10/18/2013
BE VERY SCARED!
Guess where most malware sites originate!

www.TechTriad.com

10/18/2013
LET’S GET TO IT
Items marked with a red star
mean that if you are not an
uber-geek, server geek,
WordPress developer, or
Unix-smart, hire someone
who is.
Or lean on a friend.
Not all site owners can
perform all the tips, tricks,
and tools shown today.
www.TechTriad.com

10/18/2013
1 - INSTALL WORDPRESS SECURELY
DO NOT…





DO…

use one-click
WordPress installs
use the 5-minute WP
install
use the cheapest web
host you can find
update from public wifi
(if you do, change your
pass)








update plugins &
themes
update WordPress core
ask a geek if you’re not
sure
BACKUP first
BACKUP routinely

www.TechTriad.com

10/18/2013
2 - USE CUSTOM LOGIN LINKS
Custom login link
Using http://yoursite.com/wplogin.php?
So are the hackers.
Ask a geek to program a more secure
URL for your login.
Also consider Better WP Security plugin
(with several security options).

www.TechTriad.com

10/18/2013
2 – USE STRONG PASSWORDS
Use a strong password.
Mix letters, characters, and numbers.

BAD: “suerocks”
BETTER: “$u3-r0ck$!”
(see how that looks like “suerocks”?)

Get three strong passwords and rotate them through all your logins!
www.TechTriad.com

10/18/2013
3 – KILL “admin”
Demoting the admin user is good.
Deleting the admin user is much better.

How to delete admin
1. Create a new account
with a unique name.
2. Set it to administrator.
3. Log out, log in with the
new account.
4. Go to All Users and
delete the admin
account.
www.TechTriad.com

10/18/2013
3 - TWO-FACTOR AUTHENTICATION
When logging in from an unfamiliar device, force a
txt verification to your phone to authenticate your
login.

Consider this security for Google & FB logins.

www.TechTriad.com

Plugin: Consider Google
Authenticator
10/18/2013
3 - USE A GOOD GREAT WEB HOST
You get what you pay for. Do you know?
1. How much you pay for hosting versus how
much angst you’d be in if the site were lost or
your server blacklisted?
2. How many of the host’s sites are blacklisted for
malware?
3. What version of server software they use or
how often they update it?
4. Who has access to account credentials?

www.TechTriad.com

10/18/2013
4 – BEWARE FREE WORDPRESS THEMES

You get what you pay for.





The Internet used to be free & we trusted downloads
For-pay themes are called “Premium”
If you have a business or important personal site:





BUY A THEME from a trusted source & update it
DESIGN YOUR THEME in Photoshop and…
HIRE A GOOD FRONT-END DEVELOPER to build it
Make sure it’s RESPONSIVE (phones, tablets)

www.TechTriad.com

10/18/2013
4 - FREE THEMES CAN BE EVIL
Use trusted theme developers

Of the 10 sites reviewed:
1.
2.
3.

Safe = 1
Iffy = 1
Avoid = 8

http://wpmu.org/why-you-should-never-search-for-free-wordpress-themes-in-google-or-anywhere-else/
www.TechTriad.com

10/18/2013
4 –TRUSTED THEME DEVELOPERS







New WP themes have
more features than most
people can/will use.
New themes have
complex features and
example data
Buy a theme, install
properly, and update.
Be wary of custom
frameworks

www.TechTriad.com

ThemeForest.net

10/18/2013
5 - USE A CHILD THEME
Buy a theme. Install it. Customize it.
Update the theme and lose all your customization.

1.
2.

THE SOLUTION IS A CHILD THEME




Buy themes that work with child themes.
Install the theme as a child theme.
Update the parent when the theme is updated





(OBTW, are you checking for updates?)

Customizing happens in the child theme.
Better premium themes support child
themes.
www.TechTriad.com

10/18/2013
6 – USE REMOTE SECURITY
There are services that monitor your WordPress
site and check for link injections & other bad
things.
Consider Sucuri.net





Free or Pro Version of SUCURI.net
Be alerted to malware/hacks
Pro version = $90/year (1 site)
Free version = checks WP core install,
find out where the last login came from,
if site is hacked can change passes, keys.

www.TechTriad.com

10/18/2013
6 – SECURITY AND FILE PERMISSIONS
*Set the file and folder permissions (or at least know what it means)

www.TechTriad.com

10/18/2013
7 – FRAMEWORKS & FEATURES
New themes contain new standard features.
 Menu styles and shapes
 Fancy sliders (Revolution, Viewport)
 Shortcodes (learn or die!)
 Page snippets
 Custom post types
 New page templates
 Integration with online services
 Woocommerce or other ecommerce integration
Frameworks manage these features.
www.TechTriad.com

10/18/2013
7 – CUSTOM FRAMEWORKS
Frameworks are core systems that make it easy to do fancy things.







Most custom frameworks
are, well, custom.
Major WP updates mean
you need to update your
theme first (use a child
theme!).
Some framework updates
break older features.
Frameworks prevent you
from switching to other
themes easily.
www.TechTriad.com

10/18/2013
7 – TWITTER BOOTSTRAP FRAMEWORK

www.TechTriad.com

10/18/2013
7 – BOOTSTRAP CSS FRAMEWORK
Bootstrap is a free collection of tools for creating websites and web
applications. A goal is to standardize some popular online tools.


Bootstrap is a popular mobile front-end framework








Used by NASA and MSNBC sites

Bootstrap is Open Source (@GitHub.com)
Encourages consistency across Internet tools
You can buy Bootstrap-built premium themes but the
purpose is to build on its core framework
Bootstrap also had a major upgrade recently that
cannot be applied to older Bootstrap sites

www.TechTriad.com

10/18/2013
7 – FRAMEWORK FEATURES: SHORTCODES





Shortcodes are buttons you click to format on-screen
cool tools.
The most common example is buttons.
WordPress has built-in shortcodes
codex.wordpress.org/Shortcode
Built-in WordPress shortcodes
[audio]

[caption]

[embed]

[gallery]

www.TechTriad.com

[video]

10/18/2013
7 –EXAMPLE YOUTUBE SHORTCODES

http://en.support.wordpress.com/shortcodes/
www.TechTriad.com

10/18/2013
7 – COMMON SHORTCODES

www.TechTriad.com

10/18/2013
8 – PLUGINS ROCK WHEN THEY WORK
1.
2.

3.

When was the plugin written?
When was the plugin last updated?
Does it work with the latest version of WP?

www.TechTriad.com

10/18/2013
9 – COOL KIDS PLUGINS

Wordpress.org/plugins

www.TechTriad.com

10/18/2013
9 – PLUGIN “HEAVEN” RULES
Use Trusted
Plugins

Use Few
Plugins

Update
Plugins

Delete
Plugins

Buy Plugins

www.TechTriad.com

10/18/2013
10 – PLUGIN HELL
Free plugins eventually break your site.
Sally builds a plugin you like & install. Sally goes on
to other things. You update WordPress and can’t
log into your site.

Welcome to Plugin Hell!

Trusted

Updates

• How long
have they
been
around?

• Last time
plugin
was
updated?
www.TechTriad.com

Examples
• iThemes
• Woo
• Others
10/18/2013
11 – SELL MORE SAFELY ONLINE





WooCommerce is becoming a popular WP
ecommerce plugin and is integrated with many
premium themes.
WooCommerce is audited by Sucuri. It’s free.
Pretty full ecommerce features & dozens of
extras.

www.TechTriad.com

10/18/2013
11 – ECOMMERCE OPTIONS








For a few items, consider Jotform + PayPal
jotform.com (lots of new integrations)
iThemes - big splash with “Exchange” Simple
Ecommerce using PayPal or Stripe (free or pro)
ithemes.com/exchange/
Do you want to host ecommerce ON your site?
A full-service WP store? Try Shopify.
There are lots of ecommerce plugins. Choose wisely.

www.TechTriad.com

10/18/2013
12 - BACKUP. PERIOD.


Backup on a schedule.





Backup before making changes.
Know what your hosting company backs up.




Send a copy of your backup to your cloud server.

WordPress has parts & pieces.

Know if they guarantee their backups.


If the server melts down, can they reinstall your site?

Cloud backup works with Dropbox, iCloud,
Skydrive, Box.net and others.
www.TechTriad.com

10/18/2013
12 – BACKUP PREMIUM TOOLS


Backup Buddy is a plugin for
scheduled backups including
backup to cloud. Not cheap,
but what’s your site worth?



VaultPress High quality,
trusted backup solution.

www.TechTriad.com

10/18/2013
Find Me Online











Dr. Sue Polinsky
President, TechTriad, Inc.
Phone: 336-852-4321
Email: sue@techtriad.com
Twitter: @suepolinsky, techtriad
Facebook: facebook.com/suepolinsky
Facebook: facebook.com/techtriad
Google+: spolinsky@gmail.com
LinkedIn: suepolinsky

www.TechTriad.com

10/18/2013

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Wordpress Dozen: Tips, Tools and Plugins by Sue Polinsky

  • 1. 2013 WordPress Dozen: Tips, Tools and Plugins Sue Polinsky, ConvergeSouth 2013
  • 2. Disclaimer This presentation contains graphics, text and trademarks that are the property of their respective owners. No rights in this presentation are transferred. Some of us are married to lawyers. Get the PDF at techtriad.com/convergesouth/ www.TechTriad.com 10/18/2013
  • 3. Today’s Tips, Tricks & Tools 1. 2. 3. 4. 5. 6. Install WP Securely Use Custom Logins Kill “admin” Free themes Child Themes Remote Security 7. 8. 9. 10. 11. 12. Frameworks Plugins Rock Plugin heaven Plugin hell Sell Safely Backup Code is poetry. www.TechTriad.com 10/18/2013
  • 4. SECURITY OVERVIEW Brad Williams, WebDevStudios www.TechTriad.com 10/18/2013
  • 6. BE VERY SCARED! Guess where most malware sites originate! www.TechTriad.com 10/18/2013
  • 7. LET’S GET TO IT Items marked with a red star mean that if you are not an uber-geek, server geek, WordPress developer, or Unix-smart, hire someone who is. Or lean on a friend. Not all site owners can perform all the tips, tricks, and tools shown today. www.TechTriad.com 10/18/2013
  • 8. 1 - INSTALL WORDPRESS SECURELY DO NOT…     DO… use one-click WordPress installs use the 5-minute WP install use the cheapest web host you can find update from public wifi (if you do, change your pass)      update plugins & themes update WordPress core ask a geek if you’re not sure BACKUP first BACKUP routinely www.TechTriad.com 10/18/2013
  • 9. 2 - USE CUSTOM LOGIN LINKS Custom login link Using http://yoursite.com/wplogin.php? So are the hackers. Ask a geek to program a more secure URL for your login. Also consider Better WP Security plugin (with several security options). www.TechTriad.com 10/18/2013
  • 10. 2 – USE STRONG PASSWORDS Use a strong password. Mix letters, characters, and numbers. BAD: “suerocks” BETTER: “$u3-r0ck$!” (see how that looks like “suerocks”?) Get three strong passwords and rotate them through all your logins! www.TechTriad.com 10/18/2013
  • 11. 3 – KILL “admin” Demoting the admin user is good. Deleting the admin user is much better. How to delete admin 1. Create a new account with a unique name. 2. Set it to administrator. 3. Log out, log in with the new account. 4. Go to All Users and delete the admin account. www.TechTriad.com 10/18/2013
  • 12. 3 - TWO-FACTOR AUTHENTICATION When logging in from an unfamiliar device, force a txt verification to your phone to authenticate your login. Consider this security for Google & FB logins. www.TechTriad.com Plugin: Consider Google Authenticator 10/18/2013
  • 13. 3 - USE A GOOD GREAT WEB HOST You get what you pay for. Do you know? 1. How much you pay for hosting versus how much angst you’d be in if the site were lost or your server blacklisted? 2. How many of the host’s sites are blacklisted for malware? 3. What version of server software they use or how often they update it? 4. Who has access to account credentials? www.TechTriad.com 10/18/2013
  • 14. 4 – BEWARE FREE WORDPRESS THEMES You get what you pay for.    The Internet used to be free & we trusted downloads For-pay themes are called “Premium” If you have a business or important personal site:     BUY A THEME from a trusted source & update it DESIGN YOUR THEME in Photoshop and… HIRE A GOOD FRONT-END DEVELOPER to build it Make sure it’s RESPONSIVE (phones, tablets) www.TechTriad.com 10/18/2013
  • 15. 4 - FREE THEMES CAN BE EVIL Use trusted theme developers Of the 10 sites reviewed: 1. 2. 3. Safe = 1 Iffy = 1 Avoid = 8 http://wpmu.org/why-you-should-never-search-for-free-wordpress-themes-in-google-or-anywhere-else/ www.TechTriad.com 10/18/2013
  • 16. 4 –TRUSTED THEME DEVELOPERS     New WP themes have more features than most people can/will use. New themes have complex features and example data Buy a theme, install properly, and update. Be wary of custom frameworks www.TechTriad.com ThemeForest.net 10/18/2013
  • 17. 5 - USE A CHILD THEME Buy a theme. Install it. Customize it. Update the theme and lose all your customization. 1. 2. THE SOLUTION IS A CHILD THEME    Buy themes that work with child themes. Install the theme as a child theme. Update the parent when the theme is updated    (OBTW, are you checking for updates?) Customizing happens in the child theme. Better premium themes support child themes. www.TechTriad.com 10/18/2013
  • 18. 6 – USE REMOTE SECURITY There are services that monitor your WordPress site and check for link injections & other bad things. Consider Sucuri.net     Free or Pro Version of SUCURI.net Be alerted to malware/hacks Pro version = $90/year (1 site) Free version = checks WP core install, find out where the last login came from, if site is hacked can change passes, keys. www.TechTriad.com 10/18/2013
  • 19. 6 – SECURITY AND FILE PERMISSIONS *Set the file and folder permissions (or at least know what it means) www.TechTriad.com 10/18/2013
  • 20. 7 – FRAMEWORKS & FEATURES New themes contain new standard features.  Menu styles and shapes  Fancy sliders (Revolution, Viewport)  Shortcodes (learn or die!)  Page snippets  Custom post types  New page templates  Integration with online services  Woocommerce or other ecommerce integration Frameworks manage these features. www.TechTriad.com 10/18/2013
  • 21. 7 – CUSTOM FRAMEWORKS Frameworks are core systems that make it easy to do fancy things.     Most custom frameworks are, well, custom. Major WP updates mean you need to update your theme first (use a child theme!). Some framework updates break older features. Frameworks prevent you from switching to other themes easily. www.TechTriad.com 10/18/2013
  • 22. 7 – TWITTER BOOTSTRAP FRAMEWORK www.TechTriad.com 10/18/2013
  • 23. 7 – BOOTSTRAP CSS FRAMEWORK Bootstrap is a free collection of tools for creating websites and web applications. A goal is to standardize some popular online tools.  Bootstrap is a popular mobile front-end framework      Used by NASA and MSNBC sites Bootstrap is Open Source (@GitHub.com) Encourages consistency across Internet tools You can buy Bootstrap-built premium themes but the purpose is to build on its core framework Bootstrap also had a major upgrade recently that cannot be applied to older Bootstrap sites www.TechTriad.com 10/18/2013
  • 24. 7 – FRAMEWORK FEATURES: SHORTCODES     Shortcodes are buttons you click to format on-screen cool tools. The most common example is buttons. WordPress has built-in shortcodes codex.wordpress.org/Shortcode Built-in WordPress shortcodes [audio] [caption] [embed] [gallery] www.TechTriad.com [video] 10/18/2013
  • 25. 7 –EXAMPLE YOUTUBE SHORTCODES http://en.support.wordpress.com/shortcodes/ www.TechTriad.com 10/18/2013
  • 26. 7 – COMMON SHORTCODES www.TechTriad.com 10/18/2013
  • 27. 8 – PLUGINS ROCK WHEN THEY WORK 1. 2. 3. When was the plugin written? When was the plugin last updated? Does it work with the latest version of WP? www.TechTriad.com 10/18/2013
  • 28. 9 – COOL KIDS PLUGINS Wordpress.org/plugins www.TechTriad.com 10/18/2013
  • 29. 9 – PLUGIN “HEAVEN” RULES Use Trusted Plugins Use Few Plugins Update Plugins Delete Plugins Buy Plugins www.TechTriad.com 10/18/2013
  • 30. 10 – PLUGIN HELL Free plugins eventually break your site. Sally builds a plugin you like & install. Sally goes on to other things. You update WordPress and can’t log into your site. Welcome to Plugin Hell! Trusted Updates • How long have they been around? • Last time plugin was updated? www.TechTriad.com Examples • iThemes • Woo • Others 10/18/2013
  • 31. 11 – SELL MORE SAFELY ONLINE    WooCommerce is becoming a popular WP ecommerce plugin and is integrated with many premium themes. WooCommerce is audited by Sucuri. It’s free. Pretty full ecommerce features & dozens of extras. www.TechTriad.com 10/18/2013
  • 32. 11 – ECOMMERCE OPTIONS      For a few items, consider Jotform + PayPal jotform.com (lots of new integrations) iThemes - big splash with “Exchange” Simple Ecommerce using PayPal or Stripe (free or pro) ithemes.com/exchange/ Do you want to host ecommerce ON your site? A full-service WP store? Try Shopify. There are lots of ecommerce plugins. Choose wisely. www.TechTriad.com 10/18/2013
  • 33. 12 - BACKUP. PERIOD.  Backup on a schedule.    Backup before making changes. Know what your hosting company backs up.   Send a copy of your backup to your cloud server. WordPress has parts & pieces. Know if they guarantee their backups.  If the server melts down, can they reinstall your site? Cloud backup works with Dropbox, iCloud, Skydrive, Box.net and others. www.TechTriad.com 10/18/2013
  • 34. 12 – BACKUP PREMIUM TOOLS  Backup Buddy is a plugin for scheduled backups including backup to cloud. Not cheap, but what’s your site worth?  VaultPress High quality, trusted backup solution. www.TechTriad.com 10/18/2013
  • 35. Find Me Online          Dr. Sue Polinsky President, TechTriad, Inc. Phone: 336-852-4321 Email: sue@techtriad.com Twitter: @suepolinsky, techtriad Facebook: facebook.com/suepolinsky Facebook: facebook.com/techtriad Google+: spolinsky@gmail.com LinkedIn: suepolinsky www.TechTriad.com 10/18/2013